Premier Miton Balanced Mlt-Asst F Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.64%
  • 3 Year sharpe0.64
  • 3 Year alpha0.45
  • Distribution Typeaccumulation
  • BenchmarkFTSE 100 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupPremier Miton Investors
  • DomicileUnited Kingdom
  • ISINGB00BF1CW039

Investment Strategy

The objective of the fund is to achieve capital growth over the long term, being five years or more. The minimum recommended holding term is at least five years. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The asset classes chosen by the Investment Manager to meet the objective will include equities (company shares), fixed income (including bonds issued by governments and companies), property (including Real Estate Investment Trusts), commodities, cash and cash like investments.

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